CRM
How to Set Up Swipe Actions on Lead, Application & Opportunity
Overview This article will guide you through setting up and using Swipe Actions on the Meritto mobile app. Swipe Actions allow you to assign quick-access shortcuts to left and right swipe gestures on your Leads, Applications, and Opportunity listing ...
FAQs: Lead Manager
Q: How can I find students who have re-enquired? A: Follow the below steps: Navigate to Lead Manager > Manage Leads. Open Advanced Filters. Apply the filter: Registration Attempts > Greater than > 1. This will display all students who have made more ...
How can I check if a lead exists in the system and who it's assigned to?
If a lead is not assigned to you and is not visible in your Lead Manager view, but you want to check whether the lead exists in the system and who it’s assigned to, you can follow these steps: Go to Manage Leads > Import Lead. Click on the "Add Quick ...
FAQs and Troubleshooting | Opportunity
Overview This article addresses frequently asked questions related to the Opportunity module in Meritto. From viewing lead details and saving custom views to managing multiple opportunities for a single lead and understanding current limitations—this ...
Troubleshooting Unassigned Leads in Meritto
Overview Meritto offers a powerful Lead Assignment Automation module that enables institutes to allocate leads to counselors based on predefined rules or through a round-robin mechanism. This ensures timely follow-ups and efficient counseling. ...
Creating and Managing FAQs
Overview If you frequently receive similar queries from applicants, you can create Frequently Asked Questions (FAQs) to provide instant assistance. This ensures applicants get quick responses while reducing repetitive queries. How to Create an FAQ? ...
Recover Password for Meritto backend Panel
Overview If you have forgotten your password for the Meritto backend panel, you can easily reset it using the Forgot Password option. This article provides step-by-step instructions to help you regain access to your account. Steps to Reset Your ...
Changing Password of Your Meritto Account
Overview If you need to change your password for your Meritto account, you can do so directly from your account settings. Follow the steps below to update your password securely. Steps to Change Your Password Log in to your Mritto account. Click on ...